Sales OKR example

Turn more meetings into opportunities

Make SDR meetings convert into real pipeline.

Suggested timeframe: Set with your team1 objective · 3 key results
YOUR STARTING POINTSales OKRs
OBJECTIVE

Make SDR meetings convert into real pipeline

  1. KR 1

    Increase meeting-to-opportunity conversion from 30% to 45%

  2. KR 2

    Raise show rate for booked meetings from 65% to 85%

  3. KR 3

    Get account executives to accept 90% of SDR-passed meetings, up from 70%

Example targets. Adapt to your baseline before you start.
USE THIS WHEN

SDRs book meetings but few become real opportunities. Agree on qualification criteria with AEs first.

Make it work for your team

01

Set your baseline. Check where you are today, then choose targets that stretch your team.

02

Agree on ownership. Give each key result a clear owner and a source of data.

03

Check in every week. Review the numbers, share confidence, and decide what needs attention.

Get this template as YAML

A machine-readable version of this example for a script or AI assistant.

title: Turn more meetings into opportunities
objectives:
  - title: Make SDR meetings convert into real pipeline
    outcomes:
      - title: Increase meeting-to-opportunity conversion from 30% to 45%
        initiatives: []
      - title: Raise show rate for booked meetings from 65% to 85%
        initiatives: []
      - title: >-
          Get account executives to accept 90% of SDR-passed meetings, up from
          70%
        initiatives: []
FROM PLAN TO PROGRESS

Make this plan yours.

Copy the template below, then open Tability. In your plan, choose Import goals from CSV or text and paste it into Import from text.

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